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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,160 | $82,630-64.7% | $64,105-54.5% | $125,389-76.7% |
| Participation rate | 19.0% | 75.9%-56.8pp | 68.2%-49.1pp | 83.2%-64.1pp |
| Annual return | -4.36% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,572 | $3,608-56.4% | $2,822-44.3% | $5,352-70.6% |
| Admin fee / account holder | $8,271 | $6,382+29.6% | $4,499+83.8% | $9,541-13.3% |